SMSF

SMSF

There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...

Expert Analysis

Tech platforms have opened up a wider range of asset classes, writes Nick Raphaely, and investors can access institutional-quality opportunities by digitally dividing the...

Expert Analysis

Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...

Superannuation

Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. ...

Financial planning

Monica Kaur and MKS Property Investments/Developments are alleged to have operated an unregistered managed investment scheme and provided unlicensed financial advice to c...

Financial planning

The corporate regulator has cancelled the licence of limited licensee of Jyoti Rahman as they are no longer providing financial services....

SMSF

Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

Financial planning

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

People & Products

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

Expert Analysis

There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them....

Financial planning

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Tools & guides

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

Superannuation

Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

Policy & Regulation

The corporate regulator has disqualified self-managed super fund auditor Gordon Shrubsole for breaching independence and auditing standards....

Superannuation

Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
moneymanagement logo